Carolinas Wealth Consulting’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Carolinas Wealth Consulting’s Portfolio PIZ Stock Details PIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,885	Closed	-$186K	–	691
2025 Q1	$186K	Buy	4,885 +51	+1%	+$1.97K	0.04%	183
2024 Q4	$176K	Hold	4,834	–	–	0.03%	193
2024 Q3	$183K	Buy	4,834 +261	+6%	+$9.45K	0.03%	190
2024 Q2	$163K	Buy	4,573 +367	+9%	+$12.7K	0.03%	196
2024 Q1	$145K	Buy	+4,206	New	+$138K	0.03%	215

Other funds holding PIZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Carolinas Wealth Consulting's PIZ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2025, closing a stake of 4,885 shares — an estimated $186K sold.

Carolinas Wealth Consulting first reported a position in PIZ in Q1 2024 and held it in 5 quarters. The position peaked at $186K in Q1 2025. 71 funds tracked by Wall St. Rank hold PIZ as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4,885 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2025, an estimated $186K.
Carolinas Wealth Consulting first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $186K in Q1 2025.
71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.